MBL Wealth’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
565
+44
| +8% | +$46.2K | 0.06% | 130 |
|
|
2025
Q1 | $493K | Buy |
521
+94
| +22% | +$89K | 0.05% | 132 |
|
|
2024
Q4 | $438K | Buy |
+427
| New | +$438K | 0.04% | 145 |
|
|
2024
Q3 | – | Sell |
-421
| Closed | -$331K | – | 208 |
|
|
2024
Q2 | $331K | Sell |
421
-38
| -8% | -$29.9K | 0.04% | 150 |
|
|
2024
Q1 | $383K | Buy |
459
+11
| +2% | +$9.17K | 0.04% | 138 |
|
|
2023
Q4 | $364K | Buy |
448
+5
| +1% | +$4.06K | 0.05% | 130 |
|
|
2023
Q3 | $286K | Buy |
443
+52
| +13% | +$33.6K | 0.04% | 139 |
|
|
2023
Q2 | $270K | Sell |
391
-10
| -2% | -$6.91K | 0.04% | 140 |
|
|
2023
Q1 | $268K | Buy |
401
+35
| +10% | +$23.4K | 0.04% | 133 |
|
|
2022
Q4 | $259K | Hold |
366
| – | – | 0.05% | 136 |
|
|
2022
Q3 | $201K | Hold |
366
| – | – | 0.04% | 149 |
|
|
2022
Q2 | $223K | Sell |
366
-160
| -30% | -$97.5K | 0.06% | 128 |
|
|
2022
Q1 | $402K | Buy |
+526
| New | +$402K | 0.1% | 111 |
|
|
2021
Q1 | $423K | Buy |
562
+20
| +4% | +$15.1K | 0.15% | 96 |
|
|
2020
Q4 | $391K | Buy |
+542
| New | +$391K | 0.15% | 84 |
|